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| Provider | Service type | Compensation |
|---|---|---|
BFSG LLC1 year Filed as: BFSG, LLC Service code 16 · EIN 20-8161914 | Consulting | $8,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,173 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,651 | $73,532+208.2% | $178,540+26.9% | $74,459+204.4% |
| Participation rate | 83.0% | 66.6%+16.4pp | 77.1%+5.9pp | 67.2%+15.8pp |
| Annual return | 13.05% | 17.51%-4.5pp | 27.15%-14.1pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $4,154 | $2,221+87.0% | $3,953+5.1% | $2,626+58.2% |
| Participant deferral / active EE | $14,579 | $4,519+222.7% | $6,281+132.1% | $4,350+235.2% |
| Admin fee / account holder | $56 | $1,813-96.9% | $10,424-99.5% | $1,945-97.1% |